James Nickerson Email and Phone Number
James Nickerson work email
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James Nickerson personal email
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Results-oriented executive with a strong ability to thrive under pressure. Proficient in cultivating and maintaining key relationships, utilizing data-driven strategies to maximize stakeholder satisfaction and drive successful outcomes. Self-motivated and proactive with a keen eye for detail and accuracy. A persuasive communicator with a talent for quickly establishing rapport, anticipating market trends and applying innovative solutions to achieve superior investment results. Highly skilled in managing multiple projects, priorities and deadlines while maintaining a strong track record of success in the investment management industry.AREAS OF EXPERTISERelationship Management-Stakeholder Engagement-Caseload Management-Customer Experience-Time Management-Training & Development-Financial Analysis-Strategic Planning-Data Analysis-RTI/MTSSTECHNICAL SKILLS🌟 Applications: Microsoft Office 365 | Google Suite | Mac OS | Canva | SaaS🌟 Work Management Tools/CRM: Salesforce | Slack | HubSpot🌟 Web/Video Conferencing: Zoom | Microsoft Teams | Google Meet🌟 Bloomberg | Morningstar | Emoney
David Lerner Associates, Inc.
View- Website:
- davidlerner.com
- Employees:
- 181
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David Lerner Associates, Inc.Westport, Connecticut, United States
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Investment SpecialistAmeriprise Financial Services, Llc Jul 2023 - Aug 2024Minneapolis, Mn, Us -
Mortgage Loan OfficerQuintessential Mortgage Group Mar 2022 - Jun 2023White Plains, Ny, Us- Collects and analyzes clients financial information for multifaceted and/or complex borrowers- Responsible for getting clients and agents to use our software (Sass) and training them on the mobile app and website for a better mortgage experience- Acquire, manage, retain meaningful relationships with private and commercial clients, using financial knowledge to offer thoughtful solutions to help address their financial needs- Prepare accurate quotes and follow up with clients and referral partners-Guides clients through the mortgage application process; explains information required and other aspects of the loan process to clients- Advise clients about the consequences, risks, and benefits of alternative lending solutions -
Mortgage Loan OfficerLuxury Mortgage Consumer Direct Aug 2021 - Mar 2022Stamford, Connecticut, Us• Analyze applicants' financial status, credit, and property evaluation to determine the feasibility of granting the loan.• Educate customers on a variety of loan products and available credit options.• Execute the loan origination process.• Evaluate overall loan documents for accuracy, completeness and compliance. -
Portfolio ManagementThe Bridge Group Inc 2017 - 2019Boca Raton, Fl, Us- Accountable for delivering the firm’s key investment themes including asset allocation, equity, fixed income and manager selection process. Created twelve in-house models with annual returns ranging from 6.67% to 22%.- Educated clients on how to use the firms software programs and answer multiple inquiries about the program on a daily basis.- Developed and executed cohesive investment strategies for clients that employ asset allocation, security selection, and periodic re-balancing as needed to produce results aligned with the specific goals and objectives of the client. - Provided financial planning using Emoney with prudent advice and comprehensive planning in the areas of estate planning, tax planning and retirement planning, risk management and investment planning. - Main point of contact for any client inquiries for investment management, trading and planning.- Identified and executed opportunities to improve investment returns, relative value analysis, asset class, and risk allocation, and performance attribution. -
AssociateNationwide Tax Consulting 2016 - 2017Palm Beach Gardens, Florida, Us- Collaborated with clients to understand the complexity of their tax issues and worked diligently to provide them with the best possible tax settlement & tax resolution with the IRS. Resolve 100% percent of their issues by contract close date.- Provided clients with outstanding results-driven tax resolution services. Work with individual taxpayers and small business owners to successfully resolve their IRS and state tax liability problems. - Developed solutions and financial plans for individuals and companies to stay compliant going forward after resolving their IRS tax issues. -
Managing DirectorNorthern Capital 2012 - 2016- Conducted extensive market, industry, financial and economic analysis, to determine the suitability of investment products for clients.- Analyzed financial information and produce forecasts of business, industry, and economic conditions for use in making investment decisions through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications and company sources.- Interpreted data affecting investments, such as price, yield, stability, future trends in investment risks, and economic influences.- Presented oral and written reports on general economic trends, individual corporations, and entire industries.- Produced financial models (NPV, IRR) and other analyses for transactions of varying complexity to support the valuation of investments.- Prepared client reporting information, including monthly updates, quarterly letters and materials for new and existing offerings.
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Assistant Vice PresidentGmp Securities 2005 - 2011Toronto, Ontario, CaDeveloped and executed investment strategies for 35 institutional clients spanning mutual funds, hedge funds, and insurance companies leveraging structured products. Performed due diligence and investment research ensuring attainment of clients’ goals. Performed comprehensive market, industry, and economic analysis. -
AnalystDkr Capital 2003 - 2005Supported the convertible arbitrage and multi strategy desk. Responsible for daily settlements and P&L across multiple portfolios. Streamlined and re-engineered workflows, procedures, automated reports, and internal controls.
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AnalystFidelity Investments 2001 - 2003Boston, Ma, UsWorked on the Far East, European and Canadian settlements trading desk. Responsible for all bookings and settlements while improving the information flow internally and externally.
James Nickerson Skills
James Nickerson Education Details
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Boston CollegeManagement -
Greenwich High School
Frequently Asked Questions about James Nickerson
What company does James Nickerson work for?
James Nickerson works for David Lerner Associates, Inc.
What is James Nickerson's role at the current company?
James Nickerson's current role is Let’s make headlines together.
What is James Nickerson's email address?
James Nickerson's email address is ja****@****ail.com
What schools did James Nickerson attend?
James Nickerson attended Boston College, Greenwich High School.
What skills is James Nickerson known for?
James Nickerson has skills like Market/economic Analysis, Bloomberg Analysis, Series 63, Series 55, Series 7, Bloomberg, Fixed Income, Investments, Equity Research, Investment Strategies, Alternative Investments, Relationship Management.
Who are James Nickerson's colleagues?
James Nickerson's colleagues are Raymond Karst, David Beckerman, Chrissy Perez, Ryan Moan, Mary Mulcahy Drago, David Tepper, Michael Grubstein.
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